business
Hosted by JPTD Partners · business · EN
The Monetized Advisor™ Legacy. Liquidity. The Exit Playbook. A podcast for financial advisors who want to build, protect, and ultimately monetize the practice they’ve worked a lifetime to create. Every month, The Monetized Advisor™ takes you inside the conversations that matter most when it comes to selling a practice. Hosted by the partners of JPTD, this podcast explores the real-world strategies behind valuations, deal structures, succession planning, and the personal decisions that shape an advisor’s exit. Through candid interviews with advisors that have sold, industry experts, and private equity leaders, you'll hear the stories, lessons, and frameworks that turn uncertainty into clarity, and potential into premium value. Whether you're a solo practitioner exploring options, a multi-adivosr firm planning for scale, or simply curious about the M&A landscape, each episode breaks down practical insights you can apply immedia
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Contact path
Verified email
Booking probability
36%
Guest openness
Selective
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Signup to Generate a PitchThe Monetized Advisor™ Legacy. Liquidity. The Exit Playbook. A podcast for financial advisors who want to build, protect, and ultimately monetize the practice they’ve worked a lifetime to create. Every month, The Monetized Advisor™ takes you inside the conversations that matter most when it comes to selling a practice.
The Monetized Advisor is hosted by JPTD Partners. The show has published 9 episodes to date.
Recent episodes include "Scaling Beyond Yourself: Growth Strategies After Gaining a Capital Partner" (20 August 2026, 56 minutes), "Scaling Beyond Yourself: Growth Strategies After Gaining a Capital Partner" (20 August 2026, 56 minutes), and "The Solo Advisor’s Problem - Why Most Advisors Under $100m Struggle to Sell" (10 July 2026, 38 minutes).
The Monetized Advisor publishes roughly monthly, with episodes averaging 41 minutes across 9 episodes.
Booking probability for The Monetized Advisor is 36%, and the host is rated Selective on guests. The Monetized Advisor requires a Pod Score of 80 or higher. The Monetized Advisor's contact route on record: verified email.
The strongest fits for The Monetized Advisor are Investing & Wealth Management. The Monetized Advisor has a business audience.
JPTD Partners hosts The Monetized Advisor, a business podcast with 9 episodes published.
Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.
Episode #8
<p>With special guest, Kristin Andree</p><p></p><p>News you can use <b>(4:38) </b> https://citywire.com/ria/news/opinion-what-does-independence-actually-mean/a2495062?utm_medium=website&utm_source=citywire_usa_ria&utm_ca...
Episode #8
With special guest, Kristin Andree News you can use (4:38) https://citywire.com/ria/news/opinion-what-does-independence-actually-mean/a2495062?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_con...
The Monetized Advisor
News you can use (2:16) https://citywire.com/ria/news/it-has-gotten-much-more-competitive-how-much-longer-can-rias-rocket-ship-rise-persist/a2493134 The Solo Advisor’s Problem - Why Most Advisors Under $100m Struggle to...
The Monetized Advisor
<p><b>News you can use (2:16) </b> https://citywire.com/ria/news/it-has-gotten-much-more-competitive-how-much-longer-can-rias-rocket-ship-rise-persist/a2493134</p><p></p><p>The Solo Advisor’s Problem - Why Most Advisors...
Episode #6
<p>News You Can Use</p><p>(4:55) Hey Claude, Sell My Business</p><p></p><p>Why Overrides May Override Your Ability to Sell (14:08)</p><p></p><p>Deal Me the Cards (26:23)</p>
Episode #5
<p>In this episode, industry thought leader Duncan MacPherson joins host Peter Velardi to discuss macro and micro trends impacting financial advisors, including AI, industry consolidation, and strategies for building...
Episode #4
<p><b>News You Can Use</b></p><p>(2:49) https://www.advisorhub.com/resources/why-ownership-structure-matters-to-independent-advisors/</p><p></p><p>(7:58)...
Episode #3
<p>News you can use:</p><p>4:43 https://citywire.com/ria/news/exclusive-jump-raises-80m-to-close-out-series-b/a2481918?utm_medium=website&utm_source=citywire_usa_ria&utm_campaign=list-page&utm_content=latest-news&utm_pos...
Episode #2
<p><b>News You Can Use </b></p><p><b>3:11 -</b> https://www.advisorhub.com/resources/the-power-of-connection-why-partnered-independence-is-the-future-of-wealth-management/</p><p><b>14:46 -</b>...
Episode #1
<p>Welcome to the first episode of The Monetized Advisor. With advisory firm valuations at historic highs, the big question isn’t just what’s my multiple? it’s what does the deal really pay me?</p><p>In this episode...
The Monetized Advisor
<p>Welcome to the Monetized Advisor! The leading podcast for financial advisors who want to build, protect, and ultimately monetize the practice they've worked a lifetime to create. </p>
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